Value Services
Valuation
The valuation provides advisors with an objective, 3rd party opinion of value based on actual comparable sales in the financial services industry.
Leveraging our proprietary nationwide database and extensive expertise, our valuation service provides the most current and accurate valuation of your financial services business. Our team has expertise valuing independent RIAs, IBDs, securities practices, accounting practices, insurance agents/agencies, and OSJs. During the process, the SRG team also helps identify key value drivers and detractors, helping you understand your value as you plan for succession, equity sharing, buying a practice, creating a death and disability plan, or benchmarking.
Valuation Approach
FA CMA Valuation Tiers offer either market-based or income-based approach.
Tiered Options
Different valuation tiers for varying revenue types from under 1m revenue to 5m+ revenue.
Certified Valuation Report
Our appraisers hold the Certified Valuation Analyst (CVA) and Certified Business Appraiser (CBA) Designations.
I liked the way [SRG] took the time to explain each aspect of the planning process. They were very patient with me.
— Scott M.
Straightforward and understandable. It is very interesting seeing how my practice measures up against others in the various categories.
— Kyle W.
I am very grateful I used SRG both for valuations and for Seller Advocacy. The services I received were professional, gracious, and very helpful. Results exceeded expectations.
— Richard C.
